See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,272 | $117,381-87.8% | $99,443-85.6% | $152,861-90.7% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.4%-9.7pp |
| Annual return | 530.76% | 31.87%+498.9pp | 30.72%+500.0pp | 345.32%+185.4pp |
| Employer contribution / active EE | $2,173 | $3,013-27.9% | $2,540-14.4% | $4,762-54.4% |
| Participant deferral / active EE | $7,902 | $4,086+93.4% | $3,619+118.4% | $5,850+35.1% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |